FRONTIER WEALTH Overview

Frontier Wealth Management Llc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 40 employees, of which 20 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 659MM in positions, representing 55% of the manager's regulatory AUM.

FRONTIER WEALTH StockAlpha

-2.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FRONTIER WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GPRKF 10.16% Energy 49.4% 4.64% 883 2%
BAC 3.1% Financials 36.16% 0.43% 0 29%
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FEATURED IN
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FRONTIER WEALTH Founders and Key Employees

Name Title In Position Since
Nicholas M. Blasi Ceo November-2009
Troy D. Kerr Chief Compliance Officer September-2007
Brandon Sifers Chief Financial Officer January-2013

FRONTIER WEALTH Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro

FRONTIER WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

Frontier applies the principles of asset allocation and Modern Portfolio Theory as part of its investment management and supervisory services to the managed accounts. Frontier may also use fundamental analysis, technical analysis, tax implications, and tax consequences as methods of analysis. We believe that the key factor to long-term portfolio performance is asset allocation (i.e., the proper allocation and diversification of investments among cash equivalents, fixed income assets, equities and trading strategies). Asset allocation means more than just “diversification.” Many investors have broadly diversified portfolios that have very little relevance to their true objectives. We endeavor to tailor our clients’ portfolios to meet individual needs and personal goals.

Investment Strategies

Investment strategies that could be utilized...
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FRONTIER WEALTH Portfolio Concentration

FRONTIER WEALTH Location

4435 MAIN STREET
STE 1100
KANSAS CITY, Missouri
UNITED STATES, 64111

FRONTIER WEALTH Contact Information

Phone Number: 816-753-5100
Fax Number: 816-753-5101
Website:

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